I had a meeting with a local CPA to work marketing ideas for his firm. Also, our new networking group is taking off, and I did some of the tax season conference held by Intuit in the past couple of days.

A video from Gary Vaynerchuk inspired me a lot. I am more worried my practice will grow too fast. I live for the climb.

This from a Facebook live. We are working on offering financial planning and tax services. I believe this will be value added by saving clients time and lead to better outcomes due to a holistic approach.

This technology helps bridge the gap between self-prepared and full service. Staying on top of innovation is the only way to survive.

Some people think the podcast is offensive. I was upset at the time. I believe in transparency and don’t play people’s games and to their expectations.

I have added a couple new clients in my niche, so very excited for that. Also, a new networking group for service businesses in the Raleigh area has started.

Listened to the audiobook on Saturday and got excited for what it means for client service.

I really connected with this movie having taught in a Catholic school. It also is set in the time around when I was just out of high school.

A year after TCJA the debate continues.

Avalara ghosted me and I called them out. The response was even worse. I have zero patience for corporate.